SFS
GLQ

Shaker Financial Services’s Clough Global Equity Fund GLQ Stock Holding History

Shaker Financial Services’s Portfolio GLQ Stock Details GLQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$104K Sell
12,070
-35,909
-75% -$297K 0.03% 147
2026
Q1 		$361K Sell
47,979
-36,162
-43% -$289K 0.13% 122
2025
Q4 		$645K Buy
84,141
+6,934
+9% +$53.3K 0.2% 119
2025
Q3 		$588K Buy
77,207
+14,207
+23% +$104K 0.2% 102
2025
Q2 		$449K Buy
63,000
+10,420
+20% +$67.8K 0.16% 111
2025
Q1 		$331K Sell
52,580
-87,473
-62% -$585K 0.13% 128
2024
Q4 		$933K Buy
140,053
+93,063
+198% +$639K 0.36% 88
2024
Q3 		$326K Buy
46,990
+3,284
+8% +$22.4K 0.12% 137
2024
Q2 		$305K Sell
43,706
-12,746
-23% -$83.5K 0.12% 133
2024
Q1 		$368K Buy
56,452
+21,156
+60% +$132K 0.14% 123
2023
Q4 		$209K Sell
35,296
-45,574
-56% -$257K 0.09% 144
2023
Q3 		$443K Hold
80,870
– – 0.21% 110
2023
Q2 		$505K Sell
80,870
-1,601
-2% -$9.6K 0.22% 109
2023
Q1 		$500K Buy
82,471
+11,987
+17% +$73.8K 0.22% 115
2022
Q4 		$459K Sell
70,484
-5,522
-7% -$38.7K 0.21% 106
2022
Q3 		$522K Buy
+76,006
New +$670K 0.26% 94
2022
Q1 		– Sell
-73,302
Closed -$963K – 166
2021
Q4 		$963K Buy
+73,302
New +$1.07M 0.34% 87
2021
Q3 		– Sell
-252,582
Closed -$3.73M – 153
2021
Q2 		$3.73M Buy
252,582
+60,530
+32% +$925K 1.38% 19
2021
Q1 		$2.92M Buy
192,052
+16,387
+9% +$250K 1.16% 26
2020
Q4 		$2.41M Sell
175,665
-2,728
-2% -$33.8K 1% 37
2020
Q3 		$2M Buy
178,393
+36,940
+26% +$425K 1.07% 27
2020
Q2 		$1.51M Buy
141,453
+75,859
+116% +$753K 0.83% 40
2020
Q1 		$581K Buy
65,594
+55,227
+533% +$636K 0.39% 81
2019
Q4 		$125K Sell
10,367
-34,213
-77% -$404K 0.06% 142
2019
Q3 		$513K Buy
+44,580
New +$540K 0.26% 93
2019
Q1 		– Sell
-11,188
Closed -$121K – 130
2018
Q4 		$121K Buy
+11,188
New +$144K 0.07% 114
2018
Q2 		– Sell
-286,114
Closed -$3.2M – 122
2018
Q1 		$3.2M Buy
+286,114
New +$3.92M 1.55% 19
2017
Q3 		– Sell
-58,516
Closed -$738K – 111
2017
Q2 		$738K Buy
+58,516
New +$741K 0.42% 61
2016
Q2 		– Sell
-16,300
Closed -$177K – 119
2016
Q1 		$177K Buy
+16,300
New +$177K 0.13% 86
2015
Q4 		– Sell
-42,913
Closed -$543K – 113
2015
Q3 		$543K Buy
+42,913
New +$610K 0.41% 70
2015
Q1 		– Sell
-19,373
Closed -$281K – 143
2014
Q4 		$281K Sell
19,373
-15,634
-45% -$221K 0.18% 108
2014
Q3 		$502K Buy
35,007
+17,105
+96% +$256K 0.32% 83
2014
Q2 		$277K Buy
+17,902
New +$272K 0.17% 122
2013
Q4 		– Sell
-13,217
Closed -$199K – 168
2013
Q3 		$199K Buy
+13,217
New +$198K 0.15% 147

Other funds holding GLQ

SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Shaker Financial Services's GLQ Position: Q2 2026 in Review

Shaker Financial Services reduced its Clough Global Equity Fund (GLQ) stake by 75% in Q2 2026, selling an estimated $297K and leaving 12,070 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #147.

Shaker Financial Services first reported a position in GLQ in Q3 2013 and has held it in 34 quarters since. The position peaked at $3.73M in Q2 2021. 8 funds tracked by Wall St. Rank hold GLQ as of Q2 2026.

  • Shaker Financial Services held 12,070 shares of Clough Global Equity Fund worth $104K as of Q2 2026.
  • Shaker Financial Services sold 35,909 Clough Global Equity Fund shares in Q2 2026, an estimated $297K.
  • Clough Global Equity Fund made up 0.03% of Shaker Financial Services's portfolio in Q2 2026, its #147 holding.
  • Shaker Financial Services first reported a position in Clough Global Equity Fund in Q3 2013 and has held it in 34 quarters since.
  • Shaker Financial Services's Clough Global Equity Fund position peaked at $3.73M in Q2 2021.
  • 8 funds tracked by Wall St. Rank held Clough Global Equity Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.